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What is River Cities?

Effortlessly transfer data from CSV files and Excel spreadsheets without the inconvenience of manually entering your information again. Any software that has the capability to export data can also import it without issue. You can easily provide information about your clients, products, and sales activities. Furthermore, this system works in conjunction with other River Cities Software products, negating the necessity for imports if you are using their accounting or service tools. The method for calculating points can differ based on the category of items sold; for example, various calculations may be applicable depending on the purchase location, whether an item is refurbished, or the nature of the business, such as a restaurant compared to a bar. Points may be calculated using a range of metrics, including total sales, expenses, and profits, which means that basing points on profit can yield greater rewards for higher-margin items. In addition, specific point calculations are tailored for service calls, allowing individual service contracts to utilize distinct calculations for both base fees and extra charges per page, further enhancing the customizability of the rewards program. This level of flexibility guarantees that every component of your sales and service operations can be adjusted to align perfectly with your unique business requirements, ensuring maximum efficiency and satisfaction.

What is Charles River IMS?

Across 30 countries, investment firms, wealth managers, alternative asset managers, asset owners, and insurers rely on Charles River IMS to oversee assets amounting to USD $36 Trillion. In partnership with State Street's middle and back-office services, Charles River's cloud-based front office technology serves as the backbone of State Street Alphaâ„ , reflecting a strategic commitment to equipping clients with a consolidated platform that provides a thorough perspective of their portfolios in both public and private markets. Moreover, Charles River effectively automates and streamlines the entire investment lifecycle, addressing diverse asset classes, and covering aspects from portfolio management and risk assessment to trading and post-trade settlement, all while maintaining integrated compliance measures. This forward-thinking methodology not only boosts operational efficiency but also cultivates a seamless experience for users as they navigate the intricacies of the financial sector. Ultimately, this unified approach positions clients for success in an ever-evolving investment landscape.

Media

Media

Integrations Supported

Aiforia

Integrations Supported

Aiforia

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

River Cities Software

Date Founded

1983

Company Location

United States

Company Website

www.river-cities.com

Company Facts

Organization Name

Charles River

Company Website

www.crd.com

Categories and Features

Customer Loyalty

CRM
Corporate Memberships
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management

Point of Sale

Barcode Scanning
Commission Management
Cryptocurrency Support
Customer Account Profiles
Discount Management
Electronic Signature
Gift Card Management
Loyalty Program
Multi-Location
Restaurant POS
Retail POS
Returns Management
eCommerce Integration

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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